Latest Institutional Transactions on Goldman Sachs Access Treasury (GBIL)
This table provides information on the latest institutional transactions involving Goldman Sachs Access Treasury (GBIL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
625New |
$62.3K - $62.6K
|
625
$62.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33New |
$3.29K - $3.3K
|
33
$3.29K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
28.8K+ 366.58% |
$2.87M - $2.88M
|
36.6K
$3.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-205- 2.54% |
$20.4K - $20.5K
|
7.86K
$785K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-982- 0.95% |
$97.9K - $98.3K
|
102K
$10.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-408- 7.9% |
$40.7K - $40.8K
|
4.76K
$475K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-577- 16.26% |
$57.5K - $57.8K
|
2.97K
$297K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.65MNew |
$364M - $366M
|
3.65M
$365M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.31K- 59.15% |
$330K - $331K
|
2.29K
$228K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
22+ 0.71% |
$2.19K - $2.2K
|
3.14K
$313K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.77KNew |
$475K - $477K
|
4.77K
$476K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.98K- 48.95% |
$198K - $199K
|
2.07K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-329- 2.72% |
$32.8K - $32.9K
|
11.7K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.36K- 6.06% |
$235K - $236K
|
36.5K
$3.65M
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3- 0.04% |
$299 - $300
|
7.19K
$718K
|
|
| Q2 2023 | |||||||
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-39.5KClosed |
$3.94M - $3.96M
|
0
$0
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2K- 47.08% |
$199K - $200K
|
2.25K
$225K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.81M- 99.71% |
$180M - $181M
|
5.24K
$523K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-34Closed |
$3.39K - $3.4K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2- 66.67% |
$199 - $200
|
1
$99.8
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
145K+ 7223.51% |
$14.5M - $14.5M
|
147K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-145- 83.82% |
$14.5K - $14.5K
|
28
$2.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-897- 26.09% |
$89.4K - $89.8K
|
2.54K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44New |
$4.39K - $4.4K
|
44
$4.39K
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
497+ 10.26% |
$49.5K - $49.8K
|
5.34K
$533K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
4.83KNew |
$481K - $483K
|
4.83K
$482K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2+ 1.47% |
$199 - $200
|
138
$13.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.65K- 49.05% |
$364K - $366K
|
3.79K
$379K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23+ 1.1% |
$2.29K - $2.3K
|
2.11K
$211K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-500- 20.0% |
$49.8K - $50.1K
|
2K
$200K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.46K+ 8.87% |
$145K - $146K
|
17.9K
$1.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
524+ 17.49% |
$52.2K - $52.5K
|
3.52K
$351K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-1.08K- 2.87% |
$108K - $108K
|
36.6K
$3.65M
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9.26K+ 8.84% |
$923K - $928K
|
114K
$11.4M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
123New |
$12.3K - $12.3K
|
123
$12.3K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.8KNew |
$1.47M - $1.48M
|
14.8K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.31KNew |
$230K - $231K
|
2.31K
$230K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
54.8K+ 29.43% |
$5.46M - $5.49M
|
241K
$24.1M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.85K+ 5.53% |
$284K - $285K
|
54.4K
$5.43M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
45New |
$4.48K - $4.51K
|
45
$4.49K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.1K+ 237.21% |
$1M - $1.01M
|
14.3K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
53New |
$5.28K - $5.31K
|
53
$5.29K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-87- 11.49% |
$8.67K - $8.71K
|
670
$66.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.89KNew |
$288K - $289K
|
2.89K
$288K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-82.8K- 97.24% |
$8.25M - $8.29M
|
2.35K
$235K
|
|
| Q4 2022 | |||||||
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
306New |
$30.5K - $30.6K
|
306
$30.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
36New |
$3.58K - $3.6K
|
36
$3.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-29K- 77.96% |
$2.89M - $2.9M
|
8.21K
$819K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.31K- 50.0% |
$230K - $231K
|
2.31K
$230K
|
|